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“Great relational database for information tracking, contact management, client management, distribution, and accounting.”
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"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
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“We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”
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"Early on, the value of Backstop software came from making things we were already doing better. Now they’re helping us do things we hadn’t even contemplated or anticipated.”
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“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”
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“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
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“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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“It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support."
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"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”
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"Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning."
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“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
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“Well tailored for the needs of the PE/VC industry and fundraising efforts."
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“We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able …
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“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …